Benefit Planning, Inc. - Corporate Office

Company:	Benefit Planning, Inc.
Contact:	Robert Tinsley, Tony Nichols, Anthony Tinsley
Address:	227 Midland Park, Suite 3-A
City:	Shelbyville
State:	KY
Zip:	40065
Phone:	(800) 826-5824
Fax:	(502) 633-1674
Email:	rev@benefit-planning.com
Website:	www.benefit-planning.com

We are: Benefit Planning, Inc.
The Federal Retirement Planning Specialists

Since 1987 Benefit Planning has been helping federal employees understand their benefits and provide guidance for integrating their benefits package into their personal financial plan and their plans for retirement. Our team of specialized, representatives across the United States have over 100 + years of combined federal benefits and financial planning experience.

Common Topics of Interest:

Retirement Eligibility
Retirement Options
Pension Estimates
Spousal Pension Calculations
Military Buy-Back Decisions
Military Catch 62 Penalties
CSRS Offset Rules
FERS Transfer Rules
Sick Leave
WEP Rules
GPO Rules
Special Retirement Provisions
FERS Options & Costs
TSP Options & Distribution Rules
Deposits & Re-Deposits

We believe that only though education and proper planning can the federal and postal employee achieve a secure financial future for themselves and their family.

As Registered Representatives, BPI can provide assistance with investments, life & long term care insurance, short term disability, as well as fee based asset management and fee based financial planning.

We offer free 2 hour Federal Benefits training workshops for agencies on a limited basis. As an approved GSA Contracted Vendor, we offer GSA discounted pricing on our 4 hour, 8 hour and 2 day training sessions.

Common Workshop Topics Include:

CSRS & CSRS Offset Retirement
FERS Retirement & Annuity Supplement
Social Security & CSRS Penalties
Military Time
FEGLI & Private Sector Insurance
Survivor Benefits & How to Maximize
Where to put your money in TSP
How to get more from TSP
Deposit & Re-Deposit Time
Retirement Planning

Offering Advice Since

1987

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long Term Care
Agency Benefits and Retirement Training workshops

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: Life, Health, Variable Life, Long Term Care & Disability
Security Licenses: 6, 7, 24, 63, 65
Investment Advisor Registration: Money Concepts Capital Corp.

My Association with the Office or Firm

Independent Contractor

Broker / Dealer Affiliation

All securities offered through Money Concepts Capital Corp., Member FINRA / SIPC
11440 North Jog Road, Palm Beach Gardens, FL 33418 (561) 472-2000

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

Footer